Travis Andrew Weaver

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 06/2016 → 01/2018
  Eddie Bauer
  Broomfield, CO
• 05/2017 → 11/2017
  Broadmoor
  Colorado Springs, CO
• 03/2016 → 11/2017
  Dicks Sporting Goods
  Aurora, CO
• 05/2018 → 07/2025
  Bank Of America, N.A.
  Denver, CO
• 07/2025 → Present
  Lpl Financial Llc
  Aurora, CO
• 07/2025 → Present
  Bmo Harris Bank
  Aurora, CO

Previous Registrations

• 2018-03-29 → 2021-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
  Denver, CO
  Denver, CO
  New York, NY
  Denver, CO
  Denver, CO
  Denver, CO

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO INVESTMENT SERVICES - Investment Related - At Reported Business Location (s) - Start Date: 06/2025 2. 06/2025 - BMO HARRIS BANK - Financial Institution Duty - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Aurora, CO 80014 - OBA Start Date: 05/15/2025

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30
• S63 Uniform Securities Agent State Law Examination
  2025-08-28

Other Names

• Travis Weaver